1 DROP SCHEMA IF EXISTS acq CASCADE;
11 CREATE TABLE acq.currency_type (
12 code TEXT PRIMARY KEY,
16 -- Use the ISO 4217 abbreviations for currency codes
17 INSERT INTO acq.currency_type (code, label) VALUES ('USD','US Dollars');
18 INSERT INTO acq.currency_type (code, label) VALUES ('CAN','Canadian Dollars');
19 INSERT INTO acq.currency_type (code, label) VALUES ('EUR','Euros');
21 CREATE TABLE acq.exchange_rate (
22 id SERIAL PRIMARY KEY,
23 from_currency TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
24 to_currency TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
25 ratio NUMERIC NOT NULL,
26 CONSTRAINT exchange_rate_from_to_once UNIQUE (from_currency,to_currency)
29 INSERT INTO acq.exchange_rate (from_currency,to_currency,ratio) VALUES ('USD','CAN',1.2);
30 INSERT INTO acq.exchange_rate (from_currency,to_currency,ratio) VALUES ('USD','EUR',0.5);
32 CREATE TABLE acq.claim_policy (
33 id SERIAL PRIMARY KEY,
34 org_unit INT NOT NULL REFERENCES actor.org_unit
35 DEFERRABLE INITIALLY DEFERRED,
37 description TEXT NOT NULL,
38 CONSTRAINT name_once_per_org UNIQUE (org_unit, name)
41 CREATE TABLE acq.claim_event_type (
42 id SERIAL PRIMARY KEY,
43 org_unit INT NOT NULL REFERENCES actor.org_unit(id)
44 DEFERRABLE INITIALLY DEFERRED,
46 description TEXT NOT NULL,
47 library_initiated BOOL NOT NULL DEFAULT FALSE,
48 CONSTRAINT event_type_once_per_org UNIQUE ( org_unit, code )
51 CREATE TABLE acq.claim_policy_action (
52 id SERIAL PRIMARY KEY,
53 claim_policy INT NOT NULL REFERENCES acq.claim_policy
55 DEFERRABLE INITIALLY DEFERRED,
56 action_interval INTERVAL NOT NULL,
57 action INT NOT NULL REFERENCES acq.claim_event_type
58 DEFERRABLE INITIALLY DEFERRED,
59 CONSTRAINT action_sequence UNIQUE (claim_policy, action_interval)
62 CREATE TABLE acq.provider (
63 id SERIAL PRIMARY KEY,
65 owner INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
66 currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
70 edi_default INT, -- REFERENCES acq.edi_account (id) DEFERRABLE INITIALLY DEFERRED
71 active BOOL NOT NULL DEFAULT TRUE,
72 prepayment_required BOOL NOT NULL DEFAULT FALSE,
77 default_claim_policy INT REFERENCES acq.claim_policy
78 DEFERRABLE INITIALLY DEFERRED,
79 CONSTRAINT provider_name_once_per_owner UNIQUE (name,owner),
80 CONSTRAINT code_once_per_owner UNIQUE (code, owner)
83 CREATE TABLE acq.provider_holding_subfield_map (
84 id SERIAL PRIMARY KEY,
85 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
86 name TEXT NOT NULL, -- barcode, price, etc
87 subfield TEXT NOT NULL,
88 CONSTRAINT name_once_per_provider UNIQUE (provider,name)
91 CREATE TABLE acq.provider_address (
92 id SERIAL PRIMARY KEY,
93 valid BOOL NOT NULL DEFAULT TRUE,
95 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
96 street1 TEXT NOT NULL,
101 country TEXT NOT NULL,
102 post_code TEXT NOT NULL,
106 CREATE TABLE acq.provider_contact (
107 id SERIAL PRIMARY KEY,
108 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
110 role TEXT, -- free-form.. e.g. "our sales guy"
115 CREATE TABLE acq.provider_contact_address (
116 id SERIAL PRIMARY KEY,
117 valid BOOL NOT NULL DEFAULT TRUE,
119 contact INT NOT NULL REFERENCES acq.provider_contact (id) DEFERRABLE INITIALLY DEFERRED,
120 street1 TEXT NOT NULL,
125 country TEXT NOT NULL,
126 post_code TEXT NOT NULL,
130 CREATE TABLE acq.provider_note (
131 id SERIAL PRIMARY KEY,
132 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
133 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
134 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
135 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
136 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
139 CREATE INDEX acq_pro_note_pro_idx ON acq.provider_note ( provider );
140 CREATE INDEX acq_pro_note_creator_idx ON acq.provider_note ( creator );
141 CREATE INDEX acq_pro_note_editor_idx ON acq.provider_note ( editor );
144 CREATE TABLE acq.funding_source (
145 id SERIAL PRIMARY KEY,
147 owner INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
148 currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
150 CONSTRAINT funding_source_name_once_per_owner UNIQUE (name,owner)
153 CREATE TABLE acq.funding_source_credit (
154 id SERIAL PRIMARY KEY,
155 funding_source INT NOT NULL REFERENCES acq.funding_source (id) DEFERRABLE INITIALLY DEFERRED,
156 amount NUMERIC NOT NULL,
158 deadline_date TIMESTAMPTZ,
159 effective_date TIMESTAMPTZ NOT NULL default now()
162 CREATE VIEW acq.ordered_funding_source_credit AS
164 CASE WHEN deadline_date IS NULL THEN
168 END AS sort_priority,
169 CASE WHEN deadline_date IS NULL THEN
179 acq.funding_source_credit;
181 COMMENT ON VIEW acq.ordered_funding_source_credit IS $$
183 * Copyright (C) 2009 Georgia Public Library Service
184 * Scott McKellar <scott@gmail.com>
186 * The acq.ordered_funding_source_credit view is a prioritized
187 * ordering of funding source credits. When ordered by the first
188 * three columns, this view defines the order in which the various
189 * credits are to be tapped for spending, subject to the allocations
190 * in the acq.fund_allocation table.
192 * The first column reflects the principle that we should spend
193 * money with deadlines before spending money without deadlines.
195 * The second column reflects the principle that we should spend the
196 * oldest money first. For money with deadlines, that means that we
197 * spend first from the credit with the earliest deadline. For
198 * money without deadlines, we spend first from the credit with the
199 * earliest effective date.
201 * The third column is a tie breaker to ensure a consistent
206 * This program is free software; you can redistribute it and/or
207 * modify it under the terms of the GNU General Public License
208 * as published by the Free Software Foundation; either version 2
209 * of the License, or (at your option) any later version.
211 * This program is distributed in the hope that it will be useful,
212 * but WITHOUT ANY WARRANTY; without even the implied warranty of
213 * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
214 * GNU General Public License for more details.
218 CREATE TABLE acq.fund (
219 id SERIAL PRIMARY KEY,
220 org INT NOT NULL REFERENCES actor.org_unit (id) ON UPDATE CASCADE ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
222 year INT NOT NULL DEFAULT EXTRACT( YEAR FROM NOW() ),
223 currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
225 rollover BOOL NOT NULL DEFAULT FALSE,
226 propagate BOOL NOT NULL DEFAULT TRUE,
227 active BOOL NOT NULL DEFAULT TRUE,
228 balance_warning_percent INT,
229 balance_stop_percent INT,
230 CONSTRAINT name_once_per_org_year UNIQUE (org,name,year),
231 CONSTRAINT code_once_per_org_year UNIQUE (org, code, year),
232 CONSTRAINT acq_fund_rollover_implies_propagate CHECK ( propagate OR NOT rollover )
235 CREATE TABLE acq.fund_debit (
236 id SERIAL PRIMARY KEY,
237 fund INT NOT NULL REFERENCES acq.fund (id) DEFERRABLE INITIALLY DEFERRED,
238 origin_amount NUMERIC NOT NULL, -- pre-exchange-rate amount
239 origin_currency_type TEXT NOT NULL REFERENCES acq.currency_type (code) DEFERRABLE INITIALLY DEFERRED,
240 amount NUMERIC NOT NULL,
241 encumbrance BOOL NOT NULL DEFAULT TRUE,
242 debit_type TEXT NOT NULL,
243 xfer_destination INT REFERENCES acq.fund (id) DEFERRABLE INITIALLY DEFERRED,
244 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW()
247 CREATE TABLE acq.fund_allocation (
248 id SERIAL PRIMARY KEY,
249 funding_source INT NOT NULL REFERENCES acq.funding_source (id) ON UPDATE CASCADE ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
250 fund INT NOT NULL REFERENCES acq.fund (id) ON UPDATE CASCADE ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
251 amount NUMERIC NOT NULL,
252 allocator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
254 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW()
256 CREATE INDEX fund_alloc_allocator_idx ON acq.fund_allocation ( allocator );
258 CREATE TABLE acq.fund_allocation_percent
260 id SERIAL PRIMARY KEY,
261 funding_source INT NOT NULL REFERENCES acq.funding_source
262 DEFERRABLE INITIALLY DEFERRED,
263 org INT NOT NULL REFERENCES actor.org_unit
264 DEFERRABLE INITIALLY DEFERRED,
266 percent NUMERIC NOT NULL,
267 allocator INTEGER NOT NULL REFERENCES actor.usr
268 DEFERRABLE INITIALLY DEFERRED,
270 create_time TIMESTAMPTZ NOT NULL DEFAULT now(),
271 CONSTRAINT logical_key UNIQUE( funding_source, org, fund_code ),
272 CONSTRAINT percentage_range CHECK( percent >= 0 AND percent <= 100 )
275 -- Trigger function to validate combination of org_unit and fund_code
277 CREATE OR REPLACE FUNCTION acq.fund_alloc_percent_val()
278 RETURNS TRIGGER AS $$
293 AND code = NEW.fund_code
299 RAISE EXCEPTION 'No fund exists for org % and code %', NEW.org, NEW.fund_code;
304 CREATE TRIGGER acq_fund_alloc_percent_val_trig
305 BEFORE INSERT OR UPDATE ON acq.fund_allocation_percent
306 FOR EACH ROW EXECUTE PROCEDURE acq.fund_alloc_percent_val();
308 -- To do: trigger to verify that percentages don't add up to more than 100
310 CREATE OR REPLACE FUNCTION acq.fap_limit_100()
311 RETURNS TRIGGER AS $$
314 total_percent numeric;
322 acq.fund_allocation_percent AS fap
324 fap.funding_source = NEW.funding_source;
326 IF total_percent > 100 THEN
327 RAISE EXCEPTION 'Total percentages exceed 100 for funding_source %',
335 CREATE TRIGGER acqfap_limit_100_trig
336 AFTER INSERT OR UPDATE ON acq.fund_allocation_percent
337 FOR EACH ROW EXECUTE PROCEDURE acq.fap_limit_100();
339 CREATE TABLE acq.picklist (
340 id SERIAL PRIMARY KEY,
341 owner INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
342 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
343 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
344 org_unit INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
346 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
347 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
348 CONSTRAINT name_once_per_owner UNIQUE (name,owner)
350 CREATE INDEX acq_picklist_owner_idx ON acq.picklist ( owner );
351 CREATE INDEX acq_picklist_creator_idx ON acq.picklist ( creator );
352 CREATE INDEX acq_picklist_editor_idx ON acq.picklist ( editor );
354 CREATE TABLE acq.cancel_reason (
355 id SERIAL PRIMARY KEY,
356 org_unit INTEGER NOT NULL REFERENCES actor.org_unit( id )
357 DEFERRABLE INITIALLY DEFERRED,
359 description TEXT NOT NULL,
360 keep_debits BOOL NOT NULL DEFAULT FALSE,
361 CONSTRAINT acq_cancel_reason_one_per_org_unit UNIQUE( org_unit, label )
364 -- Reserve ids 1-999 for stock reasons
365 -- Reserve ids 1000-1999 for EDI reasons
366 -- 2000+ are available for staff to create
368 SELECT SETVAL('acq.cancel_reason_id_seq'::TEXT, 2000);
370 CREATE TABLE acq.purchase_order (
371 id SERIAL PRIMARY KEY,
372 owner INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
373 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
374 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
375 ordering_agency INT NOT NULL REFERENCES actor.org_unit (id) DEFERRABLE INITIALLY DEFERRED,
376 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
377 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
378 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
379 state TEXT NOT NULL DEFAULT 'new',
380 order_date TIMESTAMP WITH TIME ZONE,
382 cancel_reason INT REFERENCES acq.cancel_reason( id )
383 DEFERRABLE INITIALLY DEFERRED,
384 prepayment_required BOOLEAN NOT NULL DEFAULT FALSE
386 CREATE INDEX po_owner_idx ON acq.purchase_order (owner);
387 CREATE INDEX po_provider_idx ON acq.purchase_order (provider);
388 CREATE INDEX po_state_idx ON acq.purchase_order (state);
389 CREATE INDEX po_creator_idx ON acq.purchase_order ( creator );
390 CREATE INDEX po_editor_idx ON acq.purchase_order ( editor );
391 CREATE INDEX acq_po_org_name_order_date_idx ON acq.purchase_order( ordering_agency, name, order_date );
393 -- The name should default to the id, as text. We can't reference a column
394 -- in a DEFAULT clause, so we use a trigger:
396 CREATE OR REPLACE FUNCTION acq.purchase_order_name_default () RETURNS TRIGGER
399 IF NEW.name IS NULL THEN
400 NEW.name := NEW.id::TEXT;
407 CREATE TRIGGER po_name_default_trg
408 BEFORE INSERT OR UPDATE ON acq.purchase_order
409 FOR EACH ROW EXECUTE PROCEDURE acq.purchase_order_name_default ();
411 -- The order name should be unique for a given ordering agency on a given order date
412 -- (truncated to midnight), but only where the order_date is not NULL. Conceptually
413 -- this rule requires a check constraint with a subquery. However you can't have a
414 -- subquery in a CHECK constraint, so we fake it with a trigger.
416 CREATE OR REPLACE FUNCTION acq.po_org_name_date_unique () RETURNS TRIGGER
422 -- If order_date is not null, then make sure we don't have a collision
423 -- on order_date (truncated to day), org, and name
425 IF NEW.order_date IS NULL THEN
429 -- In the WHERE clause, we compare the order_dates without regard to time of day.
430 -- We use a pair of inequalities instead of comparing truncated dates so that the
431 -- query can do an indexed range scan.
433 SELECT 1 INTO collision
434 FROM acq.purchase_order
436 ordering_agency = NEW.ordering_agency
438 AND order_date >= date_trunc( 'day', NEW.order_date )
439 AND order_date < date_trunc( 'day', NEW.order_date ) + '1 day'::INTERVAL
442 IF collision IS NULL THEN
443 -- okay, no collision
446 -- collision; nip it in the bud
447 RAISE EXCEPTION 'Colliding purchase orders: ordering_agency %, date %, name ''%''',
448 NEW.ordering_agency, NEW.order_date, NEW.name;
453 CREATE TRIGGER po_org_name_date_unique_trg
454 BEFORE INSERT OR UPDATE ON acq.purchase_order
455 FOR EACH ROW EXECUTE PROCEDURE acq.po_org_name_date_unique ();
457 CREATE TABLE acq.po_note (
458 id SERIAL PRIMARY KEY,
459 purchase_order INT NOT NULL REFERENCES acq.purchase_order (id) DEFERRABLE INITIALLY DEFERRED,
460 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
461 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
462 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
463 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
465 vendor_public BOOLEAN NOT NULL DEFAULT FALSE
467 CREATE INDEX po_note_po_idx ON acq.po_note (purchase_order);
468 CREATE INDEX acq_po_note_creator_idx ON acq.po_note ( creator );
469 CREATE INDEX acq_po_note_editor_idx ON acq.po_note ( editor );
471 CREATE TABLE acq.lineitem (
472 id BIGSERIAL PRIMARY KEY,
473 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
474 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
475 selector INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
476 provider INT REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED,
477 purchase_order INT REFERENCES acq.purchase_order (id) DEFERRABLE INITIALLY DEFERRED,
478 picklist INT REFERENCES acq.picklist (id) DEFERRABLE INITIALLY DEFERRED,
479 expected_recv_time TIMESTAMP WITH TIME ZONE,
480 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
481 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
483 eg_bib_id BIGINT REFERENCES biblio.record_entry (id) DEFERRABLE INITIALLY DEFERRED,
485 state TEXT NOT NULL DEFAULT 'new',
486 cancel_reason INT REFERENCES acq.cancel_reason( id )
487 DEFERRABLE INITIALLY DEFERRED,
488 estimated_unit_price NUMERIC,
489 claim_policy INT REFERENCES acq.claim_policy
490 DEFERRABLE INITIALLY DEFERRED,
491 CONSTRAINT picklist_or_po CHECK (picklist IS NOT NULL OR purchase_order IS NOT NULL)
493 CREATE INDEX li_po_idx ON acq.lineitem (purchase_order);
494 CREATE INDEX li_pl_idx ON acq.lineitem (picklist);
495 CREATE INDEX li_creator_idx ON acq.lineitem ( creator );
496 CREATE INDEX li_editor_idx ON acq.lineitem ( editor );
497 CREATE INDEX li_selector_idx ON acq.lineitem ( selector );
499 CREATE TABLE acq.lineitem_alert_text (
500 id SERIAL PRIMARY KEY,
503 owning_lib INT NOT NULL
504 REFERENCES actor.org_unit(id)
505 DEFERRABLE INITIALLY DEFERRED,
506 CONSTRAINT alert_one_code_per_org UNIQUE (code, owning_lib)
509 CREATE TABLE acq.lineitem_note (
510 id SERIAL PRIMARY KEY,
511 lineitem INT NOT NULL REFERENCES acq.lineitem (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
512 creator INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
513 editor INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED,
514 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
515 edit_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
517 alert_text INT REFERENCES acq.lineitem_alert_text(id)
518 DEFERRABLE INITIALLY DEFERRED,
519 vendor_public BOOLEAN NOT NULL DEFAULT FALSE
521 CREATE INDEX li_note_li_idx ON acq.lineitem_note (lineitem);
522 CREATE INDEX li_note_creator_idx ON acq.lineitem_note ( creator );
523 CREATE INDEX li_note_editor_idx ON acq.lineitem_note ( editor );
525 CREATE TABLE acq.lineitem_detail (
526 id BIGSERIAL PRIMARY KEY,
527 lineitem INT NOT NULL REFERENCES acq.lineitem (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
528 fund INT REFERENCES acq.fund (id) DEFERRABLE INITIALLY DEFERRED,
529 fund_debit INT REFERENCES acq.fund_debit (id) DEFERRABLE INITIALLY DEFERRED,
530 eg_copy_id BIGINT, -- REFERENCES asset.copy (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED, -- XXX could be an serial.issuance
534 collection_code TEXT,
535 circ_modifier TEXT REFERENCES config.circ_modifier (code) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
536 owning_lib INT REFERENCES actor.org_unit (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
537 location INT REFERENCES asset.copy_location (id) ON DELETE SET NULL DEFERRABLE INITIALLY DEFERRED,
538 recv_time TIMESTAMP WITH TIME ZONE,
539 cancel_reason INT REFERENCES acq.cancel_reason( id ) DEFERRABLE INITIALLY DEFERRED
542 CREATE INDEX li_detail_li_idx ON acq.lineitem_detail (lineitem);
544 CREATE TABLE acq.lineitem_attr_definition (
545 id BIGSERIAL PRIMARY KEY,
547 description TEXT NOT NULL,
548 remove TEXT NOT NULL DEFAULT '',
549 ident BOOL NOT NULL DEFAULT FALSE
552 CREATE TABLE acq.lineitem_marc_attr_definition (
553 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
555 ) INHERITS (acq.lineitem_attr_definition);
557 CREATE TABLE acq.lineitem_provider_attr_definition (
558 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
560 provider INT NOT NULL REFERENCES acq.provider (id) DEFERRABLE INITIALLY DEFERRED
561 ) INHERITS (acq.lineitem_attr_definition);
563 CREATE TABLE acq.lineitem_generated_attr_definition (
564 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
566 ) INHERITS (acq.lineitem_attr_definition);
568 CREATE TABLE acq.lineitem_usr_attr_definition (
569 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq'),
570 usr INT NOT NULL REFERENCES actor.usr (id) DEFERRABLE INITIALLY DEFERRED
571 ) INHERITS (acq.lineitem_attr_definition);
572 CREATE INDEX li_usr_attr_def_usr_idx ON acq.lineitem_usr_attr_definition ( usr );
574 CREATE TABLE acq.lineitem_local_attr_definition (
575 id BIGINT PRIMARY KEY DEFAULT NEXTVAL('acq.lineitem_attr_definition_id_seq')
576 ) INHERITS (acq.lineitem_attr_definition);
578 CREATE TABLE acq.lineitem_attr (
579 id BIGSERIAL PRIMARY KEY,
580 definition BIGINT NOT NULL,
581 lineitem BIGINT NOT NULL REFERENCES acq.lineitem (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
582 attr_type TEXT NOT NULL,
583 attr_name TEXT NOT NULL,
584 attr_value TEXT NOT NULL
587 CREATE INDEX li_attr_li_idx ON acq.lineitem_attr (lineitem);
588 CREATE INDEX li_attr_value_idx ON acq.lineitem_attr (attr_value);
589 CREATE INDEX li_attr_definition_idx ON acq.lineitem_attr (definition);
595 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('title','Title of work','//*[@tag="245"]/*[contains("abcmnopr",@code)]');
596 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('author','Author of work','//*[@tag="100" or @tag="110" or @tag="113"]/*[contains("ad",@code)]');
597 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('language','Language of work','//*[@tag="240"]/*[@code="l"][1]');
598 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('pagination','Pagination','//*[@tag="300"]/*[@code="a"][1]');
599 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath, remove ) VALUES ('isbn','ISBN','//*[@tag="020"]/*[@code="a"]', $r$(?:-|\s.+$)$r$);
600 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath, remove ) VALUES ('issn','ISSN','//*[@tag="022"]/*[@code="a"]', $r$(?:-|\s.+$)$r$);
601 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('price','Price','//*[@tag="020" or @tag="022"]/*[@code="c"][1]');
602 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('identifier','Identifier','//*[@tag="001"]');
603 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('publisher','Publisher','//*[@tag="260"]/*[@code="b"][1]');
604 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('pubdate','Publication Date','//*[@tag="260"]/*[@code="c"][1]');
605 INSERT INTO acq.lineitem_marc_attr_definition ( code, description, xpath ) VALUES ('edition','Edition','//*[@tag="250"]/*[@code="a"][1]');
607 INSERT INTO acq.lineitem_local_attr_definition ( code, description ) VALUES ('estimated_price', 'Estimated Price');
610 CREATE TABLE acq.distribution_formula (
611 id SERIAL PRIMARY KEY,
613 REFERENCES actor.org_unit(id) DEFERRABLE INITIALLY DEFERRED,
615 skip_count INT NOT NULL DEFAULT 0,
616 CONSTRAINT acqdf_name_once_per_owner UNIQUE (name, owner)
619 CREATE TABLE acq.distribution_formula_entry (
620 id SERIAL PRIMARY KEY,
621 formula INTEGER NOT NULL REFERENCES acq.distribution_formula(id)
623 DEFERRABLE INITIALLY DEFERRED,
624 position INTEGER NOT NULL,
625 item_count INTEGER NOT NULL,
626 owning_lib INTEGER REFERENCES actor.org_unit(id)
627 DEFERRABLE INITIALLY DEFERRED,
628 location INTEGER REFERENCES asset.copy_location(id),
629 CONSTRAINT acqdfe_lib_once_per_formula UNIQUE( formula, position ),
630 CONSTRAINT acqdfe_must_be_somewhere
631 CHECK( owning_lib IS NOT NULL OR location IS NOT NULL )
634 CREATE TABLE acq.distribution_formula_application (
635 id BIGSERIAL PRIMARY KEY,
636 creator INT NOT NULL REFERENCES actor.usr(id) DEFERRABLE INITIALLY DEFERRED,
637 create_time TIMESTAMP WITH TIME ZONE NOT NULL DEFAULT NOW(),
639 REFERENCES acq.distribution_formula(id) DEFERRABLE INITIALLY DEFERRED,
640 lineitem INT NOT NULL
641 REFERENCES acq.lineitem(id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED
644 CREATE INDEX acqdfa_df_idx
645 ON acq.distribution_formula_application(formula);
646 CREATE INDEX acqdfa_li_idx
647 ON acq.distribution_formula_application(lineitem);
648 CREATE INDEX acqdfa_creator_idx
649 ON acq.distribution_formula_application(creator);
651 CREATE TABLE acq.fund_tag (
652 id SERIAL PRIMARY KEY,
654 REFERENCES actor.org_unit(id) DEFERRABLE INITIALLY DEFERRED,
656 CONSTRAINT acqft_tag_once_per_owner UNIQUE (name, owner)
659 CREATE TABLE acq.fund_tag_map (
660 id SERIAL PRIMARY KEY,
661 fund INTEGER NOT NULL REFERENCES acq.fund(id)
662 DEFERRABLE INITIALLY DEFERRED,
663 tag INTEGER REFERENCES acq.fund_tag(id)
665 DEFERRABLE INITIALLY DEFERRED,
666 CONSTRAINT acqftm_fund_once_per_tag UNIQUE( fund, tag )
669 CREATE TABLE acq.fund_transfer (
670 id SERIAL PRIMARY KEY,
671 src_fund INT NOT NULL REFERENCES acq.fund( id )
672 DEFERRABLE INITIALLY DEFERRED,
673 src_amount NUMERIC NOT NULL,
674 dest_fund INT REFERENCES acq.fund( id )
675 DEFERRABLE INITIALLY DEFERRED,
677 transfer_time TIMESTAMPTZ NOT NULL DEFAULT now(),
678 transfer_user INT NOT NULL REFERENCES actor.usr( id )
679 DEFERRABLE INITIALLY DEFERRED,
681 funding_source_credit INT NOT NULL REFERENCES acq.funding_source_credit( id )
682 DEFERRABLE INITIALLY DEFERRED
685 CREATE INDEX acqftr_usr_idx
686 ON acq.fund_transfer( transfer_user );
688 COMMENT ON TABLE acq.fund_transfer IS $$
690 * Copyright (C) 2009 Georgia Public Library Service
691 * Scott McKellar <scott@esilibrary.com>
695 * Each row represents the transfer of money from a source fund
696 * to a destination fund. There should be corresponding entries
697 * in acq.fund_allocation. The purpose of acq.fund_transfer is
698 * to record how much money moved from which fund to which other
701 * The presence of two amount fields, rather than one, reflects
702 * the possibility that the two funds are denominated in different
703 * currencies. If they use the same currency type, the two
704 * amounts should be the same.
708 * This program is free software; you can redistribute it and/or
709 * modify it under the terms of the GNU General Public License
710 * as published by the Free Software Foundation; either version 2
711 * of the License, or (at your option) any later version.
713 * This program is distributed in the hope that it will be useful,
714 * but WITHOUT ANY WARRANTY; without even the implied warranty of
715 * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
716 * GNU General Public License for more details.
720 CREATE TABLE acq.fiscal_calendar (
721 id SERIAL PRIMARY KEY,
725 -- Create a default calendar (though we don't specify its contents).
726 -- Create a foreign key in actor.org_unit, initially pointing to
727 -- the default calendar.
729 INSERT INTO acq.fiscal_calendar (
736 ALTER TABLE actor.org_unit ADD FOREIGN KEY
737 (fiscal_calendar) REFERENCES acq.fiscal_calendar( id )
738 DEFERRABLE INITIALLY DEFERRED;
740 CREATE TABLE acq.fiscal_year (
741 id SERIAL PRIMARY KEY,
742 calendar INT NOT NULL
743 REFERENCES acq.fiscal_calendar
745 DEFERRABLE INITIALLY DEFERRED,
747 year_begin TIMESTAMPTZ NOT NULL,
748 year_end TIMESTAMPTZ NOT NULL,
749 CONSTRAINT acq_fy_logical_key UNIQUE ( calendar, year ),
750 CONSTRAINT acq_fy_physical_key UNIQUE ( calendar, year_begin )
753 CREATE TABLE acq.edi_account ( -- similar tables can extend remote_account for other parts of EG
754 provider INT NOT NULL REFERENCES acq.provider (id) ON DELETE CASCADE DEFERRABLE INITIALLY DEFERRED,
755 in_dir TEXT, -- incoming messages dir (probably different than config.remote_account.path, the outgoing dir)
758 ) INHERITS (config.remote_account);
760 -- We need a UNIQUE constraint here also, to support the FK from acq.provider.edi_default
761 ALTER TABLE acq.edi_account ADD PRIMARY KEY (id);
763 CREATE TABLE acq.edi_message (
764 id SERIAL PRIMARY KEY,
765 account INTEGER REFERENCES acq.edi_account(id)
766 DEFERRABLE INITIALLY DEFERRED,
768 create_time TIMESTAMPTZ NOT NULL DEFAULT now(),
769 translate_time TIMESTAMPTZ,
770 process_time TIMESTAMPTZ,
771 error_time TIMESTAMPTZ,
772 status TEXT NOT NULL DEFAULT 'new'
773 CONSTRAINT status_value CHECK
775 'new', -- needs to be translated
776 'translated', -- needs to be processed
777 'trans_error', -- error in translation step
778 'processed', -- needs to have remote_file deleted
779 'proc_error', -- error in processing step
780 'delete_error', -- error in deletion
781 'retry', -- need to retry
787 purchase_order INT REFERENCES acq.purchase_order
788 DEFERRABLE INITIALLY DEFERRED,
789 message_type TEXT NOT NULL CONSTRAINT valid_message_type CHECK
799 -- Note below that the primary key is NOT a SERIAL type. We will periodically truncate and rebuild
800 -- the table, assigning ids programmatically instead of using a sequence.
801 CREATE TABLE acq.debit_attribution (
802 id INT NOT NULL PRIMARY KEY,
803 fund_debit INT NOT NULL
804 REFERENCES acq.fund_debit
805 DEFERRABLE INITIALLY DEFERRED,
806 debit_amount NUMERIC NOT NULL,
807 funding_source_credit INT REFERENCES acq.funding_source_credit
808 DEFERRABLE INITIALLY DEFERRED,
809 credit_amount NUMERIC
812 CREATE INDEX acq_attribution_debit_idx
813 ON acq.debit_attribution( fund_debit );
815 CREATE INDEX acq_attribution_credit_idx
816 ON acq.debit_attribution( funding_source_credit );
820 CREATE TABLE acq.invoice_method (
821 code TEXT PRIMARY KEY,
822 name TEXT NOT NULL -- i18n-ize
825 CREATE TABLE acq.invoice_payment_method (
826 code TEXT PRIMARY KEY,
827 name TEXT NOT NULL -- i18n-ize
830 CREATE TABLE acq.invoice (
831 id SERIAL PRIMARY KEY,
832 receiver INT NOT NULL REFERENCES actor.org_unit (id),
833 provider INT NOT NULL REFERENCES acq.provider (id),
834 shipper INT NOT NULL REFERENCES acq.provider (id),
835 recv_date TIMESTAMPTZ NOT NULL DEFAULT NOW(),
836 recv_method TEXT NOT NULL REFERENCES acq.invoice_method (code) DEFAULT 'EDI',
837 inv_type TEXT, -- A "type" field is desired, but no idea what goes here
838 inv_ident TEXT NOT NULL, -- vendor-supplied invoice id/number
840 payment_method TEXT REFERENCES acq.invoice_payment_method (code)
841 DEFERRABLE INITIALLY DEFERRED,
843 complete BOOL NOT NULL DEFAULT FALSE,
844 CONSTRAINT inv_ident_once_per_provider UNIQUE(provider, inv_ident)
847 CREATE TABLE acq.invoice_entry (
848 id SERIAL PRIMARY KEY,
849 invoice INT NOT NULL REFERENCES acq.invoice (id) ON DELETE CASCADE,
850 purchase_order INT REFERENCES acq.purchase_order (id) ON UPDATE CASCADE ON DELETE SET NULL,
851 lineitem INT REFERENCES acq.lineitem (id) ON UPDATE CASCADE ON DELETE SET NULL,
852 inv_item_count INT NOT NULL, -- How many acqlids did they say they sent
853 phys_item_count INT, -- and how many did staff count
855 billed_per_item BOOL,
856 cost_billed NUMERIC(8,2),
857 actual_cost NUMERIC(8,2),
858 amount_paid NUMERIC (8,2)
861 CREATE TABLE acq.invoice_item_type (
862 code TEXT PRIMARY KEY,
863 name TEXT NOT NULL, -- i18n-ize
864 prorate BOOL NOT NULL DEFAULT FALSE
867 CREATE TABLE acq.po_item (
868 id SERIAL PRIMARY KEY,
869 purchase_order INT REFERENCES acq.purchase_order (id)
870 ON UPDATE CASCADE ON DELETE SET NULL
871 DEFERRABLE INITIALLY DEFERRED,
872 fund_debit INT REFERENCES acq.fund_debit (id)
873 DEFERRABLE INITIALLY DEFERRED,
874 inv_item_type TEXT NOT NULL
875 REFERENCES acq.invoice_item_type (code)
876 DEFERRABLE INITIALLY DEFERRED,
880 estimated_cost NUMERIC(8,2),
881 fund INT REFERENCES acq.fund (id)
882 DEFERRABLE INITIALLY DEFERRED,
886 CREATE TABLE acq.invoice_item ( -- for invoice-only debits: taxes/fees/non-bib items/etc
887 id SERIAL PRIMARY KEY,
888 invoice INT NOT NULL REFERENCES acq.invoice (id) ON UPDATE CASCADE ON DELETE CASCADE,
889 purchase_order INT REFERENCES acq.purchase_order (id) ON UPDATE CASCADE ON DELETE SET NULL,
890 fund_debit INT REFERENCES acq.fund_debit (id),
891 inv_item_type TEXT NOT NULL REFERENCES acq.invoice_item_type (code),
895 cost_billed NUMERIC(8,2),
896 actual_cost NUMERIC(8,2),
897 fund INT REFERENCES acq.fund (id)
898 DEFERRABLE INITIALLY DEFERRED,
899 amount_paid NUMERIC (8,2),
900 po_item INT REFERENCES acq.po_item (id)
901 DEFERRABLE INITIALLY DEFERRED,
906 CREATE TABLE acq.user_request_type (
907 id SERIAL PRIMARY KEY,
908 label TEXT NOT NULL UNIQUE -- i18n-ize
911 INSERT INTO acq.user_request_type (id,label) VALUES (1, oils_i18n_gettext('1', 'Books', 'aurt', 'label'));
912 INSERT INTO acq.user_request_type (id,label) VALUES (2, oils_i18n_gettext('2', 'Journal/Magazine & Newspaper Articles', 'aurt', 'label'));
913 INSERT INTO acq.user_request_type (id,label) VALUES (3, oils_i18n_gettext('3', 'Audiobooks', 'aurt', 'label'));
914 INSERT INTO acq.user_request_type (id,label) VALUES (4, oils_i18n_gettext('4', 'Music', 'aurt', 'label'));
915 INSERT INTO acq.user_request_type (id,label) VALUES (5, oils_i18n_gettext('5', 'DVDs', 'aurt', 'label'));
917 SELECT SETVAL('acq.user_request_type_id_seq'::TEXT, 6);
919 CREATE TABLE acq.user_request (
920 id SERIAL PRIMARY KEY,
921 usr INT NOT NULL REFERENCES actor.usr (id), -- requesting user
922 hold BOOL NOT NULL DEFAULT TRUE,
924 pickup_lib INT NOT NULL REFERENCES actor.org_unit (id), -- pickup lib
925 holdable_formats TEXT, -- nullable, for use in hold creation
927 email_notify BOOL NOT NULL DEFAULT TRUE,
928 lineitem INT REFERENCES acq.lineitem (id) ON DELETE CASCADE,
929 eg_bib BIGINT REFERENCES biblio.record_entry (id) ON DELETE CASCADE,
930 request_date TIMESTAMPTZ NOT NULL DEFAULT NOW(), -- when they requested it
931 need_before TIMESTAMPTZ, -- don't create holds after this
934 request_type INT NOT NULL REFERENCES acq.user_request_type (id),
946 cancel_reason INT REFERENCES acq.cancel_reason( id )
947 DEFERRABLE INITIALLY DEFERRED
953 CREATE TYPE acq.flat_lineitem_holding_subfield AS (lineitem int, holding int, subfield text, data text);
954 CREATE OR REPLACE FUNCTION acq.extract_holding_attr_table (lineitem int, tag text) RETURNS SETOF acq.flat_lineitem_holding_subfield AS $$
957 lida acq.flat_lineitem_holding_subfield%ROWTYPE;
960 SELECT COUNT(*) INTO counter
961 FROM oils_xpath_table(
965 '//*[@tag="' || tag || '"]',
967 ) as t(i int,c text);
969 FOR i IN 1 .. counter LOOP
972 FROM ( SELECT id,i,t,v
973 FROM oils_xpath_table(
977 '//*[@tag="' || tag || '"][position()=' || i || ']/*/@code|' ||
978 '//*[@tag="' || tag || '"][position()=' || i || ']/*[@code]',
980 ) as t(id int,t text,v text)
991 CREATE TYPE acq.flat_lineitem_detail AS (lineitem int, holding int, attr text, data text);
992 CREATE OR REPLACE FUNCTION acq.extract_provider_holding_data ( lineitem_i int ) RETURNS SETOF acq.flat_lineitem_detail AS $$
996 lida acq.flat_lineitem_detail%ROWTYPE;
998 SELECT provider INTO prov_i FROM acq.lineitem WHERE id = lineitem_i;
999 IF NOT FOUND THEN RETURN; END IF;
1001 SELECT holding_tag INTO tag_t FROM acq.provider WHERE id = prov_i;
1002 IF NOT FOUND OR tag_t IS NULL THEN RETURN; END IF;
1009 FROM acq.extract_holding_attr_table( lineitem_i, tag_t ) h
1010 JOIN acq.provider_holding_subfield_map a USING (subfield)
1011 WHERE a.provider = prov_i
1018 $$ LANGUAGE PLPGSQL;
1020 -- select * from acq.extract_provider_holding_data(699);
1022 CREATE OR REPLACE FUNCTION public.extract_acq_marc_field ( BIGINT, TEXT, TEXT) RETURNS TEXT AS $$
1023 SELECT public.extract_marc_field('acq.lineitem', $1, $2, $3);
1027 CREATE OR REPLACE FUNCTION public.extract_bib_marc_field ( BIGINT, TEXT ) RETURNS TEXT AS $$
1028 SELECT public.extract_marc_field('biblio.record_entry', $1, $2);
1031 CREATE OR REPLACE FUNCTION public.extract_authority_marc_field ( BIGINT, TEXT ) RETURNS TEXT AS $$
1032 SELECT public.extract_marc_field('authority.record_entry', $1, $2);
1036 -- INSERT INTO acq.lineitem_provider_attr_definition ( provider, code, description, xpath ) VALUES (1,'price','Price','//*[@tag="020" or @tag="022"]/*[@code="a"][1]');
1039 Suggested vendor fields:
1047 CREATE OR REPLACE FUNCTION public.ingest_acq_marc ( ) RETURNS TRIGGER AS $function$
1056 FOR adef IN SELECT *,tableoid FROM acq.lineitem_attr_definition LOOP
1058 SELECT relname::TEXT INTO atype FROM pg_class WHERE oid = adef.tableoid;
1060 IF (atype NOT IN ('lineitem_usr_attr_definition','lineitem_local_attr_definition')) THEN
1061 IF (atype = 'lineitem_provider_attr_definition') THEN
1062 SELECT provider INTO prov FROM acq.lineitem_provider_attr_definition WHERE id = adef.id;
1063 CONTINUE WHEN NEW.provider IS NULL OR prov <> NEW.provider;
1066 IF (atype = 'lineitem_provider_attr_definition') THEN
1067 SELECT xpath INTO xpath_string FROM acq.lineitem_provider_attr_definition WHERE id = adef.id;
1068 ELSIF (atype = 'lineitem_marc_attr_definition') THEN
1069 SELECT xpath INTO xpath_string FROM acq.lineitem_marc_attr_definition WHERE id = adef.id;
1070 ELSIF (atype = 'lineitem_generated_attr_definition') THEN
1071 SELECT xpath INTO xpath_string FROM acq.lineitem_generated_attr_definition WHERE id = adef.id;
1074 xpath_string := REGEXP_REPLACE(xpath_string,$re$//?text\(\)$$re$,'');
1076 IF (adef.code = 'title' OR adef.code = 'author') THEN
1077 -- title and author should not be split
1078 -- FIXME: once oils_xpath can grok XPATH 2.0 functions, we can use
1079 -- string-join in the xpath and remove this special case
1080 SELECT extract_acq_marc_field(id, xpath_string, adef.remove) INTO value FROM acq.lineitem WHERE id = NEW.id;
1081 IF (value IS NOT NULL AND value <> '') THEN
1082 INSERT INTO acq.lineitem_attr (lineitem, definition, attr_type, attr_name, attr_value)
1083 VALUES (NEW.id, adef.id, atype, adef.code, value);
1089 SELECT extract_acq_marc_field(id, xpath_string || '[' || pos || ']', adef.remove) INTO value FROM acq.lineitem WHERE id = NEW.id;
1091 IF (value IS NOT NULL AND value <> '') THEN
1092 INSERT INTO acq.lineitem_attr (lineitem, definition, attr_type, attr_name, attr_value)
1093 VALUES (NEW.id, adef.id, atype, adef.code, value);
1108 $function$ LANGUAGE PLPGSQL;
1110 CREATE OR REPLACE FUNCTION public.cleanup_acq_marc ( ) RETURNS TRIGGER AS $$
1112 IF TG_OP = 'UPDATE' THEN
1113 DELETE FROM acq.lineitem_attr
1114 WHERE lineitem = OLD.id AND attr_type IN ('lineitem_provider_attr_definition', 'lineitem_marc_attr_definition','lineitem_generated_attr_definition');
1117 DELETE FROM acq.lineitem_attr WHERE lineitem = OLD.id;
1121 $$ LANGUAGE PLPGSQL;
1123 CREATE TRIGGER cleanup_lineitem_trigger
1124 BEFORE UPDATE OR DELETE ON acq.lineitem
1125 FOR EACH ROW EXECUTE PROCEDURE public.cleanup_acq_marc();
1127 CREATE TRIGGER ingest_lineitem_trigger
1128 AFTER INSERT OR UPDATE ON acq.lineitem
1129 FOR EACH ROW EXECUTE PROCEDURE public.ingest_acq_marc();
1131 CREATE OR REPLACE FUNCTION acq.exchange_ratio ( from_ex TEXT, to_ex TEXT ) RETURNS NUMERIC AS $$
1135 IF from_ex = to_ex THEN
1139 SELECT ratio INTO rat FROM acq.exchange_rate WHERE from_currency = from_ex AND to_currency = to_ex;
1144 SELECT ratio INTO rat FROM acq.exchange_rate WHERE from_currency = to_ex AND to_currency = from_ex;
1153 $$ LANGUAGE PLPGSQL;
1155 CREATE OR REPLACE FUNCTION acq.exchange_ratio ( TEXT, TEXT, NUMERIC ) RETURNS NUMERIC AS $$
1156 SELECT $3 * acq.exchange_ratio($1, $2);
1159 CREATE OR REPLACE FUNCTION acq.find_bad_fy()
1161 Examine the acq.fiscal_year table, comparing successive years.
1162 Report any inconsistencies, i.e. years that overlap, have gaps
1163 between them, or are out of sequence.
1165 RETURNS SETOF RECORD AS $$
1189 ELSIF curr_year.calendar = prev_year.calendar THEN
1190 IF curr_year.year_begin > prev_year.year_end THEN
1191 -- This ugly kludge works around the fact that older
1192 -- versions of PostgreSQL don't support RETURN QUERY SELECT
1193 FOR return_rec IN SELECT
1196 'Gap between fiscal years'::TEXT
1198 RETURN NEXT return_rec;
1200 ELSIF curr_year.year_begin < prev_year.year_end THEN
1201 FOR return_rec IN SELECT
1204 'Overlapping fiscal years'::TEXT
1206 RETURN NEXT return_rec;
1208 ELSIF curr_year.year < prev_year.year THEN
1209 FOR return_rec IN SELECT
1212 'Fiscal years out of order'::TEXT
1214 RETURN NEXT return_rec;
1219 prev_year := curr_year;
1224 $$ LANGUAGE plpgsql;
1226 CREATE OR REPLACE FUNCTION acq.transfer_fund(
1228 old_amount IN NUMERIC, -- in currency of old fund
1230 new_amount IN NUMERIC, -- in currency of new fund
1232 xfer_note IN TEXT -- to be recorded in acq.fund_transfer
1233 -- ,funding_source_in IN INT -- if user wants to specify a funding source (see notes)
1234 ) RETURNS VOID AS $$
1235 /* -------------------------------------------------------------------------------
1237 Function to transfer money from one fund to another.
1239 A transfer is represented as a pair of entries in acq.fund_allocation, with a
1240 negative amount for the old (losing) fund and a positive amount for the new
1241 (gaining) fund. In some cases there may be more than one such pair of entries
1242 in order to pull the money from different funding sources, or more specifically
1243 from different funding source credits. For each such pair there is also an
1244 entry in acq.fund_transfer.
1246 Since funding_source is a non-nullable column in acq.fund_allocation, we must
1247 choose a funding source for the transferred money to come from. This choice
1248 must meet two constraints, so far as possible:
1250 1. The amount transferred from a given funding source must not exceed the
1251 amount allocated to the old fund by the funding source. To that end we
1252 compare the amount being transferred to the amount allocated.
1254 2. We shouldn't transfer money that has already been spent or encumbered, as
1255 defined by the funding attribution process. We attribute expenses to the
1256 oldest funding source credits first. In order to avoid transferring that
1257 attributed money, we reverse the priority, transferring from the newest funding
1258 source credits first. There can be no guarantee that this approach will
1259 avoid overcommitting a fund, but no other approach can do any better.
1261 In this context the age of a funding source credit is defined by the
1262 deadline_date for credits with deadline_dates, and by the effective_date for
1263 credits without deadline_dates, with the proviso that credits with deadline_dates
1264 are all considered "older" than those without.
1268 In the signature for this function, there is one last parameter commented out,
1269 named "funding_source_in". Correspondingly, the WHERE clause for the query
1270 driving the main loop has an OR clause commented out, which references the
1271 funding_source_in parameter.
1273 If these lines are uncommented, this function will allow the user optionally to
1274 restrict a fund transfer to a specified funding source. If the source
1275 parameter is left NULL, then there will be no such restriction.
1277 ------------------------------------------------------------------------------- */
1279 same_currency BOOLEAN;
1280 currency_ratio NUMERIC;
1281 old_fund_currency TEXT;
1282 old_remaining NUMERIC; -- in currency of old fund
1283 new_fund_currency TEXT;
1284 new_fund_active BOOLEAN;
1285 new_remaining NUMERIC; -- in currency of new fund
1286 curr_old_amt NUMERIC; -- in currency of old fund
1287 curr_new_amt NUMERIC; -- in currency of new fund
1288 source_addition NUMERIC; -- in currency of funding source
1289 source_deduction NUMERIC; -- in currency of funding source
1290 orig_allocated_amt NUMERIC; -- in currency of funding source
1291 allocated_amt NUMERIC; -- in currency of fund
1297 IF old_fund IS NULL THEN
1298 RAISE EXCEPTION 'acq.transfer_fund: old fund id is NULL';
1301 IF old_amount IS NULL THEN
1302 RAISE EXCEPTION 'acq.transfer_fund: amount to transfer is NULL';
1305 -- The new fund and its amount must be both NULL or both not NULL.
1307 IF new_fund IS NOT NULL AND new_amount IS NULL THEN
1308 RAISE EXCEPTION 'acq.transfer_fund: amount to transfer to receiving fund is NULL';
1311 IF new_fund IS NULL AND new_amount IS NOT NULL THEN
1312 RAISE EXCEPTION 'acq.transfer_fund: receiving fund is NULL, its amount is not NULL';
1315 IF user_id IS NULL THEN
1316 RAISE EXCEPTION 'acq.transfer_fund: user id is NULL';
1319 -- Initialize the amounts to be transferred, each denominated
1320 -- in the currency of its respective fund. They will be
1321 -- reduced on each iteration of the loop.
1323 old_remaining := old_amount;
1324 new_remaining := new_amount;
1326 -- RAISE NOTICE 'Transferring % in fund % to % in fund %',
1327 -- old_amount, old_fund, new_amount, new_fund;
1329 -- Get the currency types of the old and new funds.
1340 IF old_fund_currency IS NULL THEN
1341 RAISE EXCEPTION 'acq.transfer_fund: old fund id % is not defined', old_fund;
1344 IF new_fund IS NOT NULL THEN
1356 IF new_fund_currency IS NULL THEN
1357 RAISE EXCEPTION 'acq.transfer_fund: new fund id % is not defined', new_fund;
1358 ELSIF NOT new_fund_active THEN
1360 -- No point in putting money into a fund from whence you can't spend it
1362 RAISE EXCEPTION 'acq.transfer_fund: new fund id % is inactive', new_fund;
1365 IF new_amount = old_amount THEN
1366 same_currency := true;
1367 currency_ratio := 1;
1370 -- We'll have to translate currency between funds. We presume that
1371 -- the calling code has already applied an appropriate exchange rate,
1372 -- so we'll apply the same conversion to each sub-transfer.
1374 same_currency := false;
1375 currency_ratio := new_amount / old_amount;
1379 -- Identify the funding source(s) from which we want to transfer the money.
1380 -- The principle is that we want to transfer the newest money first, because
1381 -- we spend the oldest money first. The priority for spending is defined
1382 -- by a sort of the view acq.ordered_funding_source_credit.
1387 ofsc.funding_source,
1389 ofsc.amount * acq.exchange_ratio( fs.currency_type, old_fund_currency )
1393 acq.ordered_funding_source_credit AS ofsc,
1394 acq.funding_source fs
1396 ofsc.funding_source = fs.id
1397 and ofsc.funding_source IN
1399 SELECT funding_source
1400 FROM acq.fund_allocation
1401 WHERE fund = old_fund
1405 -- ofsc.funding_source = funding_source_in
1406 -- OR funding_source_in IS NULL
1409 ofsc.sort_priority desc,
1410 ofsc.sort_date desc,
1414 -- Determine how much money the old fund got from this funding source,
1415 -- denominated in the currency types of the source and of the fund.
1416 -- This result may reflect transfers from previous iterations.
1419 COALESCE( sum( amount ), 0 ),
1420 COALESCE( sum( amount )
1421 * acq.exchange_ratio( source.currency_type, old_fund_currency ), 0 )
1423 orig_allocated_amt, -- in currency of the source
1424 allocated_amt -- in currency of the old fund
1429 and funding_source = source.funding_source;
1431 -- Determine how much to transfer from this credit, in the currency
1432 -- of the fund. Begin with the amount remaining to be attributed:
1434 curr_old_amt := old_remaining;
1436 -- Can't attribute more than was allocated from the fund:
1438 IF curr_old_amt > allocated_amt THEN
1439 curr_old_amt := allocated_amt;
1442 -- Can't attribute more than the amount of the current credit:
1444 IF curr_old_amt > source.converted_amt THEN
1445 curr_old_amt := source.converted_amt;
1448 curr_old_amt := trunc( curr_old_amt, 2 );
1450 old_remaining := old_remaining - curr_old_amt;
1452 -- Determine the amount to be deducted, if any,
1453 -- from the old allocation.
1455 IF old_remaining > 0 THEN
1457 -- In this case we're using the whole allocation, so use that
1458 -- amount directly instead of applying a currency translation
1459 -- and thereby inviting round-off errors.
1461 source_deduction := - orig_allocated_amt;
1463 source_deduction := trunc(
1464 ( - curr_old_amt ) *
1465 acq.exchange_ratio( old_fund_currency, source.currency_type ),
1469 IF source_deduction <> 0 THEN
1471 -- Insert negative allocation for old fund in fund_allocation,
1472 -- converted into the currency of the funding source
1474 INSERT INTO acq.fund_allocation (
1481 source.funding_source,
1485 'Transfer to fund ' || new_fund
1489 IF new_fund IS NOT NULL THEN
1491 -- Determine how much to add to the new fund, in
1492 -- its currency, and how much remains to be added:
1494 IF same_currency THEN
1495 curr_new_amt := curr_old_amt;
1497 IF old_remaining = 0 THEN
1499 -- This is the last iteration, so nothing should be left
1501 curr_new_amt := new_remaining;
1504 curr_new_amt := trunc( curr_old_amt * currency_ratio, 2 );
1505 new_remaining := new_remaining - curr_new_amt;
1509 -- Determine how much to add, if any,
1510 -- to the new fund's allocation.
1512 IF old_remaining > 0 THEN
1514 -- In this case we're using the whole allocation, so use that amount
1515 -- amount directly instead of applying a currency translation and
1516 -- thereby inviting round-off errors.
1518 source_addition := orig_allocated_amt;
1519 ELSIF source.currency_type = old_fund_currency THEN
1521 -- In this case we don't need a round trip currency translation,
1522 -- thereby inviting round-off errors:
1524 source_addition := curr_old_amt;
1526 source_addition := trunc(
1528 acq.exchange_ratio( new_fund_currency, source.currency_type ),
1532 IF source_addition <> 0 THEN
1534 -- Insert positive allocation for new fund in fund_allocation,
1535 -- converted to the currency of the founding source
1537 INSERT INTO acq.fund_allocation (
1544 source.funding_source,
1548 'Transfer from fund ' || old_fund
1553 IF trunc( curr_old_amt, 2 ) <> 0
1554 OR trunc( curr_new_amt, 2 ) <> 0 THEN
1556 -- Insert row in fund_transfer, using amounts in the currency of the funds
1558 INSERT INTO acq.fund_transfer (
1565 funding_source_credit
1568 trunc( curr_old_amt, 2 ),
1570 trunc( curr_new_amt, 2 ),
1577 if old_remaining <= 0 THEN
1578 EXIT; -- Nothing more to be transferred
1582 $$ LANGUAGE plpgsql;
1584 CREATE OR REPLACE FUNCTION acq.attribute_debits() RETURNS VOID AS $$
1586 Function to attribute expenditures and encumbrances to funding source credits,
1587 and thereby to funding sources.
1589 Read the debits in chonological order, attributing each one to one or
1590 more funding source credits. Constraints:
1592 1. Don't attribute more to a credit than the amount of the credit.
1594 2. For a given fund, don't attribute more to a funding source than the
1595 source has allocated to that fund.
1597 3. Attribute debits to credits with deadlines before attributing them to
1598 credits without deadlines. Otherwise attribute to the earliest credits
1599 first, based on the deadline date when present, or on the effective date
1600 when there is no deadline. Use funding_source_credit.id as a tie-breaker.
1601 This ordering is defined by an ORDER BY clause on the view
1602 acq.ordered_funding_source_credit.
1604 Start by truncating the table acq.debit_attribution. Then insert a row
1605 into that table for each attribution. If a debit cannot be fully
1606 attributed, insert a row for the unattributable balance, with the
1607 funding_source_credit and credit_amount columns NULL.
1610 curr_fund_source_bal RECORD;
1611 seqno INT; -- sequence num for credits applicable to a fund
1612 fund_credit RECORD; -- current row in temp t_fund_credit table
1613 fc RECORD; -- used for loading t_fund_credit table
1614 sc RECORD; -- used for loading t_fund_credit table
1616 -- Used exclusively in the main loop:
1618 deb RECORD; -- current row from acq.fund_debit table
1619 curr_credit_bal RECORD; -- current row from temp t_credit table
1620 debit_balance NUMERIC; -- amount left to attribute for current debit
1621 conv_debit_balance NUMERIC; -- debit balance in currency of the fund
1622 attr_amount NUMERIC; -- amount being attributed, in currency of debit
1623 conv_attr_amount NUMERIC; -- amount being attributed, in currency of source
1624 conv_cred_balance NUMERIC; -- credit_balance in the currency of the fund
1625 conv_alloc_balance NUMERIC; -- allocated balance in the currency of the fund
1626 attrib_count INT; -- populates id of acq.debit_attribution
1629 -- Load a temporary table. For each combination of fund and funding source,
1630 -- load an entry with the total amount allocated to that fund by that source.
1631 -- This sum may reflect transfers as well as original allocations. We will
1632 -- reduce this balance whenever we attribute debits to it.
1634 CREATE TEMP TABLE t_fund_source_bal
1638 funding_source AS source,
1639 sum( amount ) AS balance
1648 CREATE INDEX t_fund_source_bal_idx
1649 ON t_fund_source_bal( fund, source );
1650 -------------------------------------------------------------------------------
1652 -- Load another temporary table. For each fund, load zero or more
1653 -- funding source credits from which that fund can get money.
1655 CREATE TEMP TABLE t_fund_credit (
1662 SELECT DISTINCT fund
1663 FROM acq.fund_allocation
1665 LOOP -- Loop over the funds
1671 acq.ordered_funding_source_credit AS ofsc
1673 ofsc.funding_source IN
1675 SELECT funding_source
1676 FROM acq.fund_allocation
1677 WHERE fund = fc.fund
1683 LOOP -- Add each credit to the list
1684 INSERT INTO t_fund_credit (
1693 --RAISE NOTICE 'Fund % credit %', fc.fund, sc.id;
1695 END LOOP; -- Loop over credits for a given fund
1696 END LOOP; -- Loop over funds
1698 CREATE INDEX t_fund_credit_idx
1699 ON t_fund_credit( fund, seq );
1700 -------------------------------------------------------------------------------
1702 -- Load yet another temporary table. This one is a list of funding source
1703 -- credits, with their balances. We shall reduce those balances as we
1704 -- attribute debits to them.
1706 CREATE TEMP TABLE t_credit
1710 fsc.funding_source AS source,
1711 fsc.amount AS balance,
1712 fs.currency_type AS currency_type
1714 acq.funding_source_credit AS fsc,
1715 acq.funding_source fs
1717 fsc.funding_source = fs.id
1720 CREATE INDEX t_credit_idx
1721 ON t_credit( credit );
1723 -------------------------------------------------------------------------------
1725 -- Now that we have loaded the lookup tables: loop through the debits,
1726 -- attributing each one to one or more funding source credits.
1728 truncate table acq.debit_attribution;
1746 --RAISE NOTICE 'Debit %, fund %', deb.id, deb.fund;
1748 debit_balance := deb.amount;
1750 -- Loop over the funding source credits that are eligible
1751 -- to pay for this debit
1763 --RAISE NOTICE ' Examining credit %', fund_credit.credit;
1765 -- Look up the balance for this credit. If it's zero, then
1766 -- it's not useful, so treat it as if you didn't find it.
1767 -- (Actually there shouldn't be any zero balances in the table,
1768 -- but we check just to make sure.)
1771 INTO curr_credit_bal
1774 credit = fund_credit.credit
1777 IF curr_credit_bal IS NULL THEN
1779 -- This credit is exhausted; try the next one.
1785 -- At this point we have an applicable credit with some money left.
1786 -- Now see if the relevant funding_source has any money left.
1788 -- Look up the balance of the allocation for this combination of
1789 -- fund and source. If you find such an entry, but it has a zero
1790 -- balance, then it's not useful, so treat it as unfound.
1791 -- (Actually there shouldn't be any zero balances in the table,
1792 -- but we check just to make sure.)
1795 INTO curr_fund_source_bal
1796 FROM t_fund_source_bal
1799 AND source = curr_credit_bal.source
1802 IF curr_fund_source_bal IS NULL THEN
1804 -- This fund/source doesn't exist or is already exhausted,
1805 -- so we can't use this credit. Go on to the next one.
1810 -- Convert the available balances to the currency of the fund
1812 conv_alloc_balance := curr_fund_source_bal.balance * acq.exchange_ratio(
1813 curr_credit_bal.currency_type, deb.currency_type );
1814 conv_cred_balance := curr_credit_bal.balance * acq.exchange_ratio(
1815 curr_credit_bal.currency_type, deb.currency_type );
1817 -- Determine how much we can attribute to this credit: the minimum
1818 -- of the debit amount, the fund/source balance, and the
1821 --RAISE NOTICE ' deb bal %', debit_balance;
1822 --RAISE NOTICE ' source % balance %', curr_credit_bal.source, conv_alloc_balance;
1823 --RAISE NOTICE ' credit % balance %', curr_credit_bal.credit, conv_cred_balance;
1825 conv_attr_amount := NULL;
1826 attr_amount := debit_balance;
1828 IF attr_amount > conv_alloc_balance THEN
1829 attr_amount := conv_alloc_balance;
1830 conv_attr_amount := curr_fund_source_bal.balance;
1832 IF attr_amount > conv_cred_balance THEN
1833 attr_amount := conv_cred_balance;
1834 conv_attr_amount := curr_credit_bal.balance;
1837 -- If we're attributing all of one of the balances, then that's how
1838 -- much we will deduct from the balances, and we already captured
1839 -- that amount above. Otherwise we must convert the amount of the
1840 -- attribution from the currency of the fund back to the currency of
1841 -- the funding source.
1843 IF conv_attr_amount IS NULL THEN
1844 conv_attr_amount := attr_amount * acq.exchange_ratio(
1845 deb.currency_type, curr_credit_bal.currency_type );
1848 -- Insert a row to record the attribution
1850 attrib_count := attrib_count + 1;
1851 INSERT INTO acq.debit_attribution (
1855 funding_source_credit,
1861 curr_credit_bal.credit,
1865 -- Subtract the attributed amount from the various balances
1867 debit_balance := debit_balance - attr_amount;
1868 curr_fund_source_bal.balance := curr_fund_source_bal.balance - conv_attr_amount;
1870 IF curr_fund_source_bal.balance <= 0 THEN
1872 -- This allocation is exhausted. Delete it so
1873 -- that we don't waste time looking at it again.
1875 DELETE FROM t_fund_source_bal
1877 fund = curr_fund_source_bal.fund
1878 AND source = curr_fund_source_bal.source;
1880 UPDATE t_fund_source_bal
1881 SET balance = balance - conv_attr_amount
1883 fund = curr_fund_source_bal.fund
1884 AND source = curr_fund_source_bal.source;
1887 IF curr_credit_bal.balance <= 0 THEN
1889 -- This funding source credit is exhausted. Delete it
1890 -- so that we don't waste time looking at it again.
1892 --DELETE FROM t_credit
1894 -- credit = curr_credit_bal.credit;
1896 DELETE FROM t_fund_credit
1898 credit = curr_credit_bal.credit;
1901 SET balance = curr_credit_bal.balance
1903 credit = curr_credit_bal.credit;
1906 -- Are we done with this debit yet?
1908 IF debit_balance <= 0 THEN
1909 EXIT; -- We've fully attributed this debit; stop looking at credits.
1911 END LOOP; -- End loop over credits
1913 IF debit_balance <> 0 THEN
1915 -- We weren't able to attribute this debit, or at least not
1916 -- all of it. Insert a row for the unattributed balance.
1918 attrib_count := attrib_count + 1;
1919 INSERT INTO acq.debit_attribution (
1923 funding_source_credit,
1933 END LOOP; -- End of loop over debits
1935 $$ LANGUAGE 'plpgsql';
1937 CREATE OR REPLACE FUNCTION acq.propagate_funds_by_org_unit(
1941 ) RETURNS VOID AS $$
1952 IF old_year IS NULL THEN
1953 RAISE EXCEPTION 'Input year argument is NULL';
1954 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
1955 RAISE EXCEPTION 'Input year is out of range';
1958 IF user_id IS NULL THEN
1959 RAISE EXCEPTION 'Input user id argument is NULL';
1962 IF org_unit_id IS NULL THEN
1963 RAISE EXCEPTION 'Org unit id argument is NULL';
1965 SELECT TRUE INTO org_found
1967 WHERE id = org_unit_id;
1969 IF org_found IS NULL THEN
1970 RAISE EXCEPTION 'Org unit id is invalid';
1974 -- Loop over the applicable funds
1976 FOR old_fund in SELECT * FROM acq.fund
1980 AND org = org_unit_id
1983 INSERT INTO acq.fund (
1991 balance_warning_percent,
1992 balance_stop_percent
1997 old_fund.currency_type,
2001 old_fund.balance_warning_percent,
2002 old_fund.balance_stop_percent
2004 RETURNING id INTO new_id;
2006 WHEN unique_violation THEN
2007 --RAISE NOTICE 'Fund % already propagated', old_fund.id;
2010 --RAISE NOTICE 'Propagating fund % to fund %',
2011 -- old_fund.code, new_id;
2014 $$ LANGUAGE plpgsql;
2016 CREATE OR REPLACE FUNCTION acq.propagate_funds_by_org_tree(
2020 ) RETURNS VOID AS $$
2031 IF old_year IS NULL THEN
2032 RAISE EXCEPTION 'Input year argument is NULL';
2033 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
2034 RAISE EXCEPTION 'Input year is out of range';
2037 IF user_id IS NULL THEN
2038 RAISE EXCEPTION 'Input user id argument is NULL';
2041 IF org_unit_id IS NULL THEN
2042 RAISE EXCEPTION 'Org unit id argument is NULL';
2044 SELECT TRUE INTO org_found
2046 WHERE id = org_unit_id;
2048 IF org_found IS NULL THEN
2049 RAISE EXCEPTION 'Org unit id is invalid';
2053 -- Loop over the applicable funds
2055 FOR old_fund in SELECT * FROM acq.fund
2060 SELECT id FROM actor.org_unit_descendants( org_unit_id )
2064 INSERT INTO acq.fund (
2072 balance_warning_percent,
2073 balance_stop_percent
2078 old_fund.currency_type,
2082 old_fund.balance_warning_percent,
2083 old_fund.balance_stop_percent
2085 RETURNING id INTO new_id;
2087 WHEN unique_violation THEN
2088 --RAISE NOTICE 'Fund % already propagated', old_fund.id;
2091 --RAISE NOTICE 'Propagating fund % to fund %',
2092 -- old_fund.code, new_id;
2095 $$ LANGUAGE plpgsql;
2097 CREATE OR REPLACE FUNCTION acq.rollover_funds_by_org_unit(
2101 ) RETURNS VOID AS $$
2105 new_year INT := old_year + 1;
2107 xfer_amount NUMERIC;
2116 IF old_year IS NULL THEN
2117 RAISE EXCEPTION 'Input year argument is NULL';
2118 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
2119 RAISE EXCEPTION 'Input year is out of range';
2122 IF user_id IS NULL THEN
2123 RAISE EXCEPTION 'Input user id argument is NULL';
2126 IF org_unit_id IS NULL THEN
2127 RAISE EXCEPTION 'Org unit id argument is NULL';
2130 -- Validate the org unit
2135 WHERE id = org_unit_id;
2137 IF org_found IS NULL THEN
2138 RAISE EXCEPTION 'Org unit id % is invalid', org_unit_id;
2142 -- Loop over the propagable funds to identify the details
2143 -- from the old fund plus the id of the new one, if it exists.
2147 oldf.id AS old_fund,
2153 newf.id AS new_fund_id
2156 LEFT JOIN acq.fund AS newf
2157 ON ( oldf.code = newf.code )
2159 oldf.org = org_unit_id
2160 and oldf.year = old_year
2162 and newf.year = new_year
2164 --RAISE NOTICE 'Processing fund %', roll_fund.old_fund;
2166 IF roll_fund.new_fund_id IS NULL THEN
2168 -- The old fund hasn't been propagated yet. Propagate it now.
2170 INSERT INTO acq.fund (
2178 balance_warning_percent,
2179 balance_stop_percent
2184 roll_fund.currency_type,
2188 roll_fund.balance_warning_percent,
2189 roll_fund.balance_stop_percent
2191 RETURNING id INTO new_fund;
2193 new_fund = roll_fund.new_fund_id;
2196 -- Determine the amount to transfer
2200 FROM acq.fund_spent_balance
2201 WHERE fund = roll_fund.old_fund;
2203 IF xfer_amount <> 0 THEN
2204 IF roll_fund.rollover THEN
2206 -- Transfer balance from old fund to new
2208 --RAISE NOTICE 'Transferring % from fund % to %', xfer_amount, roll_fund.old_fund, new_fund;
2210 PERFORM acq.transfer_fund(
2220 -- Transfer balance from old fund to the void
2222 -- RAISE NOTICE 'Transferring % from fund % to the void', xfer_amount, roll_fund.old_fund;
2224 PERFORM acq.transfer_fund(
2235 IF roll_fund.rollover THEN
2237 -- Move any lineitems from the old fund to the new one
2238 -- where the associated debit is an encumbrance.
2240 -- Any other tables tying expenditure details to funds should
2241 -- receive similar treatment. At this writing there are none.
2243 UPDATE acq.lineitem_detail
2246 fund = roll_fund.old_fund -- this condition may be redundant
2252 fund = roll_fund.old_fund
2256 -- Move encumbrance debits from the old fund to the new fund
2258 UPDATE acq.fund_debit
2261 fund = roll_fund.old_fund
2265 -- Mark old fund as inactive, now that we've closed it
2269 WHERE id = roll_fund.old_fund;
2272 $$ LANGUAGE plpgsql;
2274 CREATE OR REPLACE FUNCTION acq.rollover_funds_by_org_tree(
2278 ) RETURNS VOID AS $$
2282 new_year INT := old_year + 1;
2284 xfer_amount NUMERIC;
2293 IF old_year IS NULL THEN
2294 RAISE EXCEPTION 'Input year argument is NULL';
2295 ELSIF old_year NOT BETWEEN 2008 and 2200 THEN
2296 RAISE EXCEPTION 'Input year is out of range';
2299 IF user_id IS NULL THEN
2300 RAISE EXCEPTION 'Input user id argument is NULL';
2303 IF org_unit_id IS NULL THEN
2304 RAISE EXCEPTION 'Org unit id argument is NULL';
2307 -- Validate the org unit
2312 WHERE id = org_unit_id;
2314 IF org_found IS NULL THEN
2315 RAISE EXCEPTION 'Org unit id % is invalid', org_unit_id;
2319 -- Loop over the propagable funds to identify the details
2320 -- from the old fund plus the id of the new one, if it exists.
2324 oldf.id AS old_fund,
2330 newf.id AS new_fund_id
2333 LEFT JOIN acq.fund AS newf
2334 ON ( oldf.code = newf.code )
2336 oldf.year = old_year
2338 AND newf.year = new_year
2340 SELECT id FROM actor.org_unit_descendants( org_unit_id )
2343 --RAISE NOTICE 'Processing fund %', roll_fund.old_fund;
2345 IF roll_fund.new_fund_id IS NULL THEN
2347 -- The old fund hasn't been propagated yet. Propagate it now.
2349 INSERT INTO acq.fund (
2357 balance_warning_percent,
2358 balance_stop_percent
2363 roll_fund.currency_type,
2367 roll_fund.balance_warning_percent,
2368 roll_fund.balance_stop_percent
2370 RETURNING id INTO new_fund;
2372 new_fund = roll_fund.new_fund_id;
2375 -- Determine the amount to transfer
2379 FROM acq.fund_spent_balance
2380 WHERE fund = roll_fund.old_fund;
2382 IF xfer_amount <> 0 THEN
2383 IF roll_fund.rollover THEN
2385 -- Transfer balance from old fund to new
2387 --RAISE NOTICE 'Transferring % from fund % to %', xfer_amount, roll_fund.old_fund, new_fund;
2389 PERFORM acq.transfer_fund(
2399 -- Transfer balance from old fund to the void
2401 -- RAISE NOTICE 'Transferring % from fund % to the void', xfer_amount, roll_fund.old_fund;
2403 PERFORM acq.transfer_fund(
2414 IF roll_fund.rollover THEN
2416 -- Move any lineitems from the old fund to the new one
2417 -- where the associated debit is an encumbrance.
2419 -- Any other tables tying expenditure details to funds should
2420 -- receive similar treatment. At this writing there are none.
2422 UPDATE acq.lineitem_detail
2425 fund = roll_fund.old_fund -- this condition may be redundant
2431 fund = roll_fund.old_fund
2435 -- Move encumbrance debits from the old fund to the new fund
2437 UPDATE acq.fund_debit
2440 fund = roll_fund.old_fund
2444 -- Mark old fund as inactive, now that we've closed it
2448 WHERE id = roll_fund.old_fund;
2451 $$ LANGUAGE plpgsql;
2453 CREATE OR REPLACE VIEW acq.funding_source_credit_total AS
2454 SELECT funding_source,
2455 SUM(amount) AS amount
2456 FROM acq.funding_source_credit
2459 CREATE OR REPLACE VIEW acq.funding_source_allocation_total AS
2460 SELECT funding_source,
2461 SUM(a.amount)::NUMERIC(100,2) AS amount
2462 FROM acq.fund_allocation a
2465 CREATE OR REPLACE VIEW acq.funding_source_balance AS
2466 SELECT COALESCE(c.funding_source, a.funding_source) AS funding_source,
2467 SUM(COALESCE(c.amount,0.0) - COALESCE(a.amount,0.0))::NUMERIC(100,2) AS amount
2468 FROM acq.funding_source_credit_total c
2469 FULL JOIN acq.funding_source_allocation_total a USING (funding_source)
2472 CREATE OR REPLACE VIEW acq.fund_allocation_total AS
2474 SUM(a.amount * acq.exchange_ratio(s.currency_type, f.currency_type))::NUMERIC(100,2) AS amount
2475 FROM acq.fund_allocation a
2476 JOIN acq.fund f ON (a.fund = f.id)
2477 JOIN acq.funding_source s ON (a.funding_source = s.id)
2480 CREATE OR REPLACE VIEW acq.fund_debit_total AS
2481 SELECT fund.id AS fund,
2482 fund_debit.encumbrance AS encumbrance,
2483 SUM( COALESCE( fund_debit.amount, 0 ) ) AS amount
2484 FROM acq.fund AS fund
2485 LEFT JOIN acq.fund_debit AS fund_debit
2486 ON ( fund.id = fund_debit.fund )
2489 CREATE OR REPLACE VIEW acq.fund_encumbrance_total AS
2491 SUM(amount) AS amount
2492 FROM acq.fund_debit_total
2493 WHERE encumbrance IS TRUE
2496 CREATE OR REPLACE VIEW acq.fund_spent_total AS
2498 SUM(amount) AS amount
2499 FROM acq.fund_debit_total
2500 WHERE encumbrance IS FALSE
2503 CREATE OR REPLACE VIEW acq.fund_combined_balance AS
2505 c.amount - COALESCE(d.amount,0.0) AS amount
2506 FROM acq.fund_allocation_total c
2507 LEFT JOIN acq.fund_debit_total d USING (fund);
2509 CREATE OR REPLACE VIEW acq.fund_spent_balance AS
2511 c.amount - COALESCE(d.amount,0.0) AS amount
2512 FROM acq.fund_allocation_total c
2513 LEFT JOIN acq.fund_spent_total d USING (fund);
2515 -- For each fund: the total allocation from all sources, in the
2516 -- currency of the fund (or 0 if there are no allocations)
2518 CREATE VIEW acq.all_fund_allocation_total AS
2521 COALESCE( SUM( a.amount * acq.exchange_ratio(
2522 s.currency_type, f.currency_type))::numeric(100,2), 0 )
2526 LEFT JOIN acq.fund_allocation a
2528 LEFT JOIN acq.funding_source s
2529 ON a.funding_source = s.id
2533 -- For every fund: the total encumbrances (or 0 if none),
2534 -- in the currency of the fund.
2536 CREATE VIEW acq.all_fund_encumbrance_total AS
2539 COALESCE( encumb.amount, 0 ) AS amount
2545 sum( amount ) AS amount
2552 ON f.id = encumb.fund;
2554 -- For every fund: the total spent (or 0 if none),
2555 -- in the currency of the fund.
2557 CREATE VIEW acq.all_fund_spent_total AS
2560 COALESCE( spent.amount, 0 ) AS amount
2566 sum( amount ) AS amount
2573 ON f.id = spent.fund;
2575 -- For each fund: the amount not yet spent, in the currency
2576 -- of the fund. May include encumbrances.
2578 CREATE VIEW acq.all_fund_spent_balance AS
2581 c.amount - d.amount AS amount
2582 FROM acq.all_fund_allocation_total c
2583 LEFT JOIN acq.all_fund_spent_total d USING (fund);
2585 -- For each fund: the amount neither spent nor encumbered,
2586 -- in the currency of the fund
2588 CREATE VIEW acq.all_fund_combined_balance AS
2591 a.amount - COALESCE( c.amount, 0 ) AS amount
2593 acq.all_fund_allocation_total a
2597 SUM( amount ) AS amount
2602 ) AS c USING ( fund );
2604 CREATE TABLE acq.claim_type (
2605 id SERIAL PRIMARY KEY,
2606 org_unit INT NOT NULL REFERENCES actor.org_unit(id)
2607 DEFERRABLE INITIALLY DEFERRED,
2609 description TEXT NOT NULL,
2610 CONSTRAINT claim_type_once_per_org UNIQUE ( org_unit, code )
2613 CREATE TABLE acq.claim (
2614 id SERIAL PRIMARY KEY,
2615 type INT NOT NULL REFERENCES acq.claim_type
2616 DEFERRABLE INITIALLY DEFERRED,
2617 lineitem_detail BIGINT NOT NULL REFERENCES acq.lineitem_detail
2618 DEFERRABLE INITIALLY DEFERRED
2621 CREATE INDEX claim_lid_idx ON acq.claim( lineitem_detail );
2623 CREATE TABLE acq.claim_event (
2624 id BIGSERIAL PRIMARY KEY,
2625 type INT NOT NULL REFERENCES acq.claim_event_type
2626 DEFERRABLE INITIALLY DEFERRED,
2627 claim SERIAL NOT NULL REFERENCES acq.claim
2628 DEFERRABLE INITIALLY DEFERRED,
2629 event_date TIMESTAMPTZ NOT NULL DEFAULT now(),
2630 creator INT NOT NULL REFERENCES actor.usr
2631 DEFERRABLE INITIALLY DEFERRED,
2635 CREATE INDEX claim_event_claim_date_idx ON acq.claim_event( claim, event_date );
2637 -- And the serials version of claiming
2638 CREATE TABLE acq.serial_claim (
2639 id SERIAL PRIMARY KEY,
2640 type INT NOT NULL REFERENCES acq.claim_type
2641 DEFERRABLE INITIALLY DEFERRED,
2642 item BIGINT NOT NULL REFERENCES serial.item
2643 DEFERRABLE INITIALLY DEFERRED
2646 CREATE INDEX serial_claim_lid_idx ON acq.serial_claim( item );
2648 CREATE TABLE acq.serial_claim_event (
2649 id BIGSERIAL PRIMARY KEY,
2650 type INT NOT NULL REFERENCES acq.claim_event_type
2651 DEFERRABLE INITIALLY DEFERRED,
2652 claim SERIAL NOT NULL REFERENCES acq.serial_claim
2653 DEFERRABLE INITIALLY DEFERRED,
2654 event_date TIMESTAMPTZ NOT NULL DEFAULT now(),
2655 creator INT NOT NULL REFERENCES actor.usr
2656 DEFERRABLE INITIALLY DEFERRED,
2660 CREATE INDEX serial_claim_event_claim_date_idx ON acq.serial_claim_event( claim, event_date );